IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wetzel Investment Advisors, Inc.

Q4 2023 Holdings

Filed 2024-01-31 | 1109 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Mid-Cap Growth ETF(VOT)VOT922908538$14620.0%
LAM Research Corporation(LRCXEUR)LRCX512807108$14180.0%
Flexshares Morningstar Global Upstream Natural Resources Index Fund(GUNR)GUNR33939L407$143520.0%
Principal Financial Group Incorporated(PFG)PFG74251V102$141720.0%
White Mtns INS Group Limited(WTM)WTMG9618E107$1490.0%
GSK PLC Sponsored ADR(GSK)GSK37733W204$143810.0%
Davis Select Financial ETF(DFNL)DFNL23908L108$144700.0%
WEC Energy Group Incorporated(WEC)WEC92939U106$141670.0%
Otis Worldwide Corporation(OTIS)OTIS68902V107$141620.0%
United STS Lime & Minerals Incorporated(USLM)USLM911922102$14620.0%
Regions Financial Corporation New(RF)RF7591EP100$157680.0%
Bank New York Mellon Corporation(BK)BK064058100$152800.0%
Franklin Resources Incorporated(BEN)BEN354613101$155000.0%
General Digital Incorporated(GEN)GEN668771108$156440.0%
Spdr DOW Jones REIT ETF(RWR)RWR78464A607$151560.0%
Aspen Technology Incorporated(AZPN1USD)AZPN29109X106$15670.0%
Ishares TR Iboxx INV CP ETF(LQD)LQD464287242$151350.0%
Taiwan Semiconductor MFG Limited Sponsored ADS(TSM)TSM874039100$151430.0%
Wisdomtree Emerging Markets Smallcap Dividend Fund(DGS)DGS97717W281$153000.0%
LKQ Corporation(LKQ)LKQ501889208$153190.0%
Spdr Real Estate Select Sector Fund(XLRE)XLRE81369Y860$153620.0%
Biglari Hldgs Incorporated COM STK Class B(BH)BH08986R309$16960.0%
Target Corporation(TGT)TGT87612E106$161100.0%
Unilever PLC Spon ADR NewUL904767704$163230.0%
US Bancorp del COM New(USB)USB902973304$163710.0%
Manulife Finl Corporation(MFC)MFC56501R106$167360.0%
Fluor Corporation New(FLR)FLR343412102$164000.0%
Kellanova(KEL)K487836108$162950.0%
Starbucks Corporation(SBUX)SBUX855244109$161680.0%
BCE Incorporated COM New(BCE)BCE05534B760$164120.0%
Becton Dickinson & Company(BDX)BDX075887109$16670.0%
Verisign Incorporated(VRSN)VRSN92343E102$16800.0%
Check Point Software Tech Limited ORD(CHKP)CHKPM22465104$171130.0%
Aptiv PLC SHS(APTV)APTVG6095L109$171930.0%
Comfort Systems USA Incorporated(FIX)FIX199908104$17810.0%
Profound MED Corporation COM New(PROF)PROF74319B502$172,0000.0%
PPL Corporation(PPL)PPL69351T106$176140.0%
Ishares TR ESG AWR Msci USA(ESGU)ESGU46435G425$171640.0%
Ishares TR US Consum Discre(IYC)IYC464287580$172300.0%
RB Global Incorporated(RBA)RBA74935Q107$172610.0%
Textron Incorporated(TXT)TXT883203101$172130.0%
Dell Technologies Incorporated Class C(DELL)DELL24703L202$172270.0%
First Solar Incorporated(FSLR)FSLR336433107$171000.0%
Discover Finl Svcs(DFSEUR)DFS254709108$171470.0%
ARK Fintech Innovation ETF(ARKF)ARKF00214Q708$176000.0%
Equinor ASA Sponsored ADR(EQNR)EQNR29446M102$185730.0%
T-Mobile US Incorporated(TMUS)TMUS872590104$181110.0%
Invesco Food & Beverage ETF(PBJ)PBJ46137V753$184000.0%
Vanguard Ftse All-World Ex-US ETF(VEU)VEU922042775$183210.0%
Ishares TR Core Total USD(IUSB)IUSB46434V613$183800.0%
PreviousPage 14 of 23Next